Pontera aspires to be the bridge to a better retirement by enabling financial advisors to manage and trade clients' held away accounts.

Finance

Pontera

Pontera's headquarters in New York, NY, United States

Yoav Zurel

Kris Cheh Beck

Senior Marketing Operations Manager

Ali Jawin

Vicki Roan

Noam Ravid

David Goldman

Eyal Halahmi

David Weisz

Ani Nagendra

Lisa Gomez

The Sales and Partner Engagement team at Pontera is responsible for cultivating relationships with financial advisors and strategic partners to promote Pontera's innovative services. They drive sales efforts, manage accounts, and coordinate engagement strategies to ensure that clients can effectively manage their retirement accounts. By leveraging their expertise, the team aims to expand Pontera’s market reach and enhance service offerings to support better retirement outcomes for clients.

Sales and Partner Engagement

The Software Development team at Pontera is responsible for designing, building, and maintaining the platform that enables financial advisors to efficiently manage and trade clients' held away accounts. This diverse team of developers and engineers collaborates to create innovative features and ensure a seamless user experience, while prioritizing security and compliance in financial transactions. Their work is essential in bridging the gap to better retirement solutions for clients.

Software Development

The Support and Operations team at Pontera plays a crucial role in ensuring seamless service delivery and operational efficiency. They provide high-level customer support to both financial advisors and clients, while also focusing on optimizing internal processes through data analysis and strategic operations management. Additionally, the team handles recruitment and HR functions to foster a skilled workforce dedicated to enhancing client experiences and driving company growth.

Support and Operations

The Leadership Team at Pontera drives the company's strategic vision and operational excellence, ensuring alignment across all departments. Comprised of the co-founders and C-suite executives, this team focuses on innovation in financial technology, fostering partnerships, enhancing security, and nurturing talent to bridge the gap between financial advisors and their clients' retirement goals.

Leadership Team

The Finance and Financial Analysis team at Pontera is responsible for managing the financial health of the company by analyzing data, forecasting trends, and providing insights to support strategic decision-making. They oversee financial operations, ensure compliance with regulations, and collaborate with financial advisors to optimize client account management, ultimately contributing to Pontera’s mission of enhancing retirement outcomes.

Finance and Financial Analysis

The Engineering and Technical Roles team at Pontera is responsible for developing and maintaining the technology infrastructure that supports financial advisors in managing and trading clients' held away accounts. This team ensures the platform's reliability and security through robust DevOps practices, cybersecurity measures, and rigorous quality assurance processes, while also leveraging data engineering to provide actionable insights for enhanced user experience.

Pontera

Org chart

Board & advisors

Teams

Sales and Partner Engagement

Software Development

Support and Operations

Leadership Team

Finance and Financial Analysis

Engineering and Technical Roles

Offices

Pontera

Org chart

Board & advisors

Teams

Sales and Partner Engagement

Software Development

Support and Operations

Leadership Team

Finance and Financial Analysis

Engineering and Technical Roles

Offices

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